North Devon's Leading Wealth Managers

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North Devon's Leading Wealth Managers

  • Home
  • About Us
    • Company background
    • Our Mission Statement
    • Chartered Financial Planners
    • Our Team
    • Charitable Foundation
  • Services
    • Financial Planning
    • Discretionary Wealth Management
    • Retirement Planning
    • Taxation & Accountancy
    • Mortgages
    • Probate and Estate Administration
    • Will Writing & Executorship Service
    • Share Dealing
    • Business Financial Planning
    • Trusts & Estate Planning
    • LPOA
    • Claims Management
    • Documents
  • News
    • Philip's Comments
    • Weekly Columns
    • Newsletters
    • Blue Planet Updates
  • Our Charges
  • Careers
  • Contact Us

What does the Autumn Statement mean?


  • 23rd November 2022 23rd November 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Palace of Westminster at sunt set
The markets have been steady following the Chancellor’s Autumn Statement, which came as no great surprise in its bid to tighten belts and curb public debt. The Pound did see a slight dip but has remained firm otherwise and that was more to do with what the Dollar was doing than the Pound itself. The budget...

Seeking out those elusive lost pension pots


  • 18th November 2022 18th November 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Somewhere out there is almost £27billion in ‘lost’ pension pots, according to a recent report. The Times tells us there are 2.8 million ‘missing’ pots out there which highlights the difficulties savers can often face keeping track of what they hold. The startling numbers are based on a report from the Pensions Policy Institute, an industry...

What do rising interest rates mean for savers and mortgage seekers?


  • 9th November 2022 18th November 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Interest rates have risen to 3%, the highest rate in 14 years and the subject dominating the headlines this week. On the surface it appears to be good news for savers and bad news for many people with mortgages, especially if their fixed term rate deal is set to expire and they need to go...

May the new Prime Minister bring stable markets


  • 28th October 2022 28th October 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Let’s hope we can look forward to a little stability under new Prime Minister Rishi Sunak – initial reports at the time of writing on Monday suggested the markets had responded well, Sterling was up and Gilt yields were lower. Time will tell of course and Mr Sunak has a very large task ahead of...

Funeral plans to finally be regulated by the FCA


  • 5th August 2022 5th August 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Funeral flowers laid on a plain background
Pre-paid funeral plans are finally and at long last being regulated following legislation passed by Parliament. As of July 29, the FCA (Financial Conduct Authority) will regulate these plans and is authorising 26 providers. It is understood that together these firms hold about 1.6million plans, which makes up 87% of the market. Regular readers of this...

Are you retiring this year? Give it some thought


  • 19th July 2022 19th July 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Hundreds of thousands of workers will retire at the ‘worst time in two decades’ this year, according to a recent article in The Telegraph. With oil prices soaring, stocks falling and ever-increasing inflation, it is certainly an unstable time for the markets upon which so many pension pots rely. The fear is that people have seen...

Is crypto about to crash and burn?


  • 8th July 2022 8th July 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Image of a Bitcoin on fire
Is it Armageddon for the cryptocurrency market? Recent headlines have shouted that more than $2trillion (yes, trillion!) has been wiped off the value of the overall crypto market following a crash since its high of November last year. Remember, these things are not regulated. That means there are no enforceable rules or protections and as...

Fuel prices will come down – eventually


  • 21st June 2022 21st June 2022 By Philip J Milton & Company Plc
  • Weekly Columns
petrol pumps
With the cost of filling the average family car with fuel now £100 and the price of a litre of petrol predicted to hit a record £2, it is having a huge impact on everyone. Public transport and alternatives such as cycling to work may appear green and a good solution, but for many here...

What is it we actually do?


  • 14th June 2022 14th June 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Businessman hands around a crystal ball with 'future' written on it
Some industries appear shrouded in mystery to the public at large and ‘what is it you actually do?’ is a common question we hear as a chartered wealth management company – as no doubt do many others in various professions. We offer various services, but the biggest by some margin is looking after the wealth...

Happy 70th anniversary Your Majesty


  • 1st June 2022 1st June 2022 By Philip J Milton & Company Plc
  • Weekly Columns
Queen's Coronation footstoll replica and memorabilia
The nation will be celebrating the Platinum Jubilee of Queen Elizabeth II from tomorrow (Thursday) with a four-day bank holiday weekend so we thought it might be interesting to compare the financial situation in the 70 years between then and now. Her Majesty actually ascended the throne on 6 February 1952 but did not wish...
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Risk Warning

The Financial Conduct Authority does not regulate some areas mentioned on our web site including: Business Buy to Let Mortgages, Taxation & Accountancy, Probate Administration and Will Writing.

 

Stockmarket investments can offer income through the payment of dividends and interest and good opportunities for capital appreciation over the longer term. By this, generally we mean periods in excess of five years, preferably much longer. However, we can never promise you particular returns, especially in the short-term. At any point in time but especially in the short term, your capital could be worth less than the original amount invested as some of the selected holdings may fall in value, regardless of expectations at the time of acquisition. We may also invest in funds that hold overseas securities. The value of these investments may increase or decrease as a result of changes in currency exchange rates. Returns achieved in the past cannot be relied upon to be repeated.

 

Our Privacy Notice can be found here  – https://www.miltonpj.net/privacy-policy/

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Philip J Milton & Company Plc

Choweree House, 21 Boutport Street, Barnstaple, Devon, EX31 1RP

Authorised and regulated by the Financial Conduct Authority. Reference: 181768.

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